1. Fund Development Forms and Reports

2. Learning Objectives This presentation will help you become familiar with various Fund Development forms and reports and learn to use them to help you with your fundraising efforts. Additional other online Foundation resources to help you with your Foundation efforts are highlighted in this presentation. Throughout this presentation, you will have the option to immediately download various forms and materials at the www.rotary.org Web site. To return, click the Back button in your Web navigation toolbar. www.rotary.org

3. Menu Learn how to complete the Universal Donor Form, Multiple Donor Form and the Recognition and Transfer Request Form. Reading and using CRS and MCR reports Donor and Recognition Forms To return to this menu at any time, click here. Ordering Foundation materials online Learn about the Club Recognition Summary (CRS) and Monthly Contribution Report (MCR). Learn how to order Foundation materials and publications online.

4. Donor and Recognition Forms The TRF Global Contribution Form (123) is the most commonly used form to submit single contributions or recognition requests. (Click here to download)TRF Global Contribution Form (123)Click here to download The Multiple Donor Form (094) is best used when one large check is submitted to cover several smaller, individual contributions. (Click here to download)Multiple Donor Form (094)Click here to download The Recognition and Transfer Request Form (102) is best used when only recognition points are transferred and no cash contribution is involved. (Click here to download).Recognition and Transfer Request Form (102)Click here to download Form 123 Click for more Form 094 Click for more Form 102 Click for more

5. Completing Form 123 Insert your information here

6. Completing Form 123 Provide information about the contribution here. Leave blank if you are using this form just to transfer recognition points.

7. Completing Form 123 Insert the total amount of the cash contribution.

8. Completing Form 123 Specify how the funds are being submitted (check, credit card, etc.)

9. Completing Form 123 Specify how the funds are to be applied: Annual Programs Fund, PolioPlus, etc. (check only one option).

10. Completing Form 123 Insert the information of the person making the gift. If it’s an individual, provide the name and information of that person. If it’s a club, the donor ID is the club number. For a district it’s the district number.

11. Completing Form 123 Specify if you wish to have another individual receive the recognition points that result from this gift, please complete this section. Note: this only applies if the contribution made earns the appropriate amount of points at this time.

12. Completing Form 123 Complete the personal information of the person receiving the recognition credit for this contribution.

13. Completing Form 123 If the transfer of recognition points is enough to make the recipient a PHF or multiple PHF, please complete this field to process the recognition items.

14. Completing Form 123 Complete this section if the contribution is being matched with recognition points. This field specifies who contributes how many points to the person identified in section II of this form.

15. End of Section Form 123 Click for more Form 094 Click for more Form 102 Click for more Learn more about the Global Contribution Form Learn more about the Multiple Donor Form Learn more about the Recognition and Transfer Request Form

16. Completing Form 094 Insert the information of the Rotary Club that’s sending the contribution for multiple members.

17. Completing Form 094 Specify the method of the contribution (check, credit card, etc.)

18. Completing Form 094 For credit card contributions, please provide the credit card detail here.

19. Completing Form 094 Specify the designation of the contribution (Annual Programs Fund, PolioPlus, etc.)

20. Completing Form 094 Provide detailed information how the total contribution is to be distributed the the individual club members. Please include their member ID numbers.

21. Completing Form 094 Add the total contribution amount here. When sending a check, this amount must match the total on the check.

22. End of Section Form 123 Click for more Form 094 Click for more Form 102 Click for more Learn more about the Global Contribution Form Learn more about the Multiple Donor Form Learn more about the Recognition and Transfer Request Form

23. Completing Form 102 Provide the information of the person completing this form.

24. Completing Form 102 This section authorizes the transfer of the desired number of recognition points. Points can only be awarded to an individual and cannot be moved to the club or district account.

25. Completing Form 102 Specify the amount of recognition points to be transferred.

26. Completing Form 102 Members sign on line “A” to transfer their own recognition points. Add the member ID number of signer on the line below.

27. Completing Form 102 When transferring recognition points from the club account, the club president signs on line “B”.

28. Completing Form 102 When transferring recognition points from the district account, the District Governor signs on line “C”.

29. Completing Form 102 If the transfer of points results in a PHF or multiple PHF, please specify the award and the name of the awardee.

30. End of Section Form 123 Click for more Form 094 Click for more Form 102 Click for more Learn more about the Global Contribution Form Learn more about the Multiple Donor Form Learn more about the Recognition and Transfer Request Form

31. The MCR and CRS Reports The MCR (Monthly Contribution Report) summarizes the Annual, Restricted and Permanent Fund contributions by club in the district.MCR (Monthly Contribution Report) The CRS (Club Recognition Summary) lists the activity for each individual associated with the Rotary Club.CRS (Club Recognition Summary) The DG, DGE, DRFC and Annual Giving Subcommittee Chair as well as Club Presidents and Secretaries can view these reports via Member Access.Member Access Click for more

32. Monthly Contribution Report Club Name and Number

33. Monthly Contribution Report Membership Count (used to determine per capita amount)

34. Monthly Contribution Report Club Goal (submitted via Club Goal Form 906)

35. Monthly Contribution Report Goal percentage achieved (calculated based on club goal amount submitted)

36. Monthly Contribution Report Per capita amount (calculated based on Annual Giving total for the period and the total number of members listed)

37. Monthly Contribution Report Annual Programs Fund contributions during the most recent month

38. Monthly Contribution Report Annual Programs Fund contributions since July 1 of the current Rotary Year (see dates at the top)

39. Monthly Contribution Report Restricted contributions during the most recent month (may include PolioPlus, Matching Grants and others)

40. Monthly Contribution Report Restricted contributions since July 1 of the current Rotary Year

41. Monthly Contribution Report Permanent Fund contributions during the most recent month

42. Monthly Contribution Report Permanent Fund contributions since July of the current Rotary Year

43. Monthly Contribution Report Total contributions since July 1 of the current Rotary Year (combining Annual, Restricted and Permanent Fund totals)

44. Monthly Contribution Report Indicates top 3 per capita clubs (the top 3 at the end of the Rotary Year are eligible for banner recognition).banner recognition

45. Using the MCR Identify non-contributing clubs.

46. Using the MCR Identify clubs that meet or exceed their goal and recognize their accomplishment.

47. Using the MCR Work with clubs that are short of their goal at the start of the fourth quarter. Promote participation and deadlines.

48. Using the MCR Recognize clubs at or above $100 per capita. Promote 100% EREY and 100% Sustaining Member club banners.club banners

49. Using the MCR Encourage clubs below $100 per capita to achieve their club goal and/or aim for $100 per capita.

50. End of Section Click for more Learn more about the Monthly Contribution Report (MCR) Learn more about the Club Recognition Summary (CRS)

51. Club Recognition Summary The top row displays total number of Paul Harris Fellows, Benefactors and the club’s all-time contribution total

52. Club Recognition Summary The “*” in the first column indicates deceased individuals

53. Club Recognition Summary The second column displays the Rotary ID number

54. Club Recognition Summary The “+” in the third column indicates Benefactors

55. Club Recognition Summary Name of the Rotarian, non-member or the Rotary Club

56. Club Recognition Summary A “Y” in this column indicates active members. An “N” indicates non-members or former (and deceased) members

57. Club Recognition Summary The recognition amount can be a combination of contributions and recognition received. The maximum shown is $9,000 – equivalent of a PHF+8

58. Club Recognition Summary A date is displayed when a cumulative $100 is recorded in Annual Giving for the member in the current Rotary Year.

59. Club Recognition Summary Date the member achieved Sustaining Member status (cumulative Annual Fund gift of $100 or more) last year.

60. Club Recognition Summary Current PHF level

61. Club Recognition Summary Date the first PHF was awarded

62. Club Recognition Summary Available Foundation Recognition Points (the first row reflects club points to be awarded by the Club President.

63. Using the CRS Identify active members who were Foundation Sustaining Members last year – ask them to renew their contribution.

64. Using the CRS Identify active members with a history of giving who are not yet Paul Harris Fellows. Encourage giving to achieve PHF recognition. Consider using recognition points to match gifts.

65. Using the CRS Educate new and non-contributing members about the mission and the impact the Rotary Foundation has.

66. Using the CRS Promote Benefactors and benefactor recognition along with Every Rotarian, Every Year. Use benefactors as starting points for future Bequest Society members.benefactor recognition Bequest Society

67. End of Section Click for more Learn more about the Monthly Contribution Report (MCR) Learn more about the Club Recognition Summary (CRS)

68. Ordering Foundation materials Foundation brochures, posters and other promotional materials can be ordered at http://shop.rotary.org. In most cases, there is no fee to order and ship. DVDs (for example Rotary Video Magazine) and certain other materials have a nominal order fee.http://shop.rotary.orgRotary Video Magazine

69. Ordering Foundation materials Enter key words (for example “Paul Harris Society”) in the search box, or enter the publication number (for example “099” for the Paul Harris Society brochure.Paul Harris Society brochure

70. Ordering Foundation materials Select the item you want on the search result page by clicking on the product name. The price will indicate if this is a free publication. Note: our Distribution Center will always send the latest version available (even if the picture may reflect a prior year publication).

71. Ordering Foundation materials Select the appropriate language in the drop-down menu and click on the “Add to Cart” button.

72. Ordering Foundation materials Specify the desired quantity and click the “Update” button. Notice that the shopping cart on the right side will now reflect your latest selections.

73. Ordering Foundation materials Note that the shopping cart now reflects your latest selections and quantities. Search for additional materials or if you are ready to finish your order, click on the “Checkout” button.

74. Ordering Foundation materials On the next page, enter your contact and shipping information, then click on the “Continue” button.

75. Ordering Foundation materials If order charges apply, please provide your credit card information on the following page. If no charges apply and no credit card information is needed, simply click on the “Continue” button.

76. Ordering Foundation materials Review the confirmation page. Click “Confirm Order” if everything is correct. You will receive a confirmation email and an alert for any materials that may be backordered.

77. Recommended materials Every Rotarian, Every Year brochure (957) TRF-DIRECT brochure (998) PHS brochure (099) Other recommendations: EREY Sustaining Member Sticker (956) Rotary Foundation Facts (159) Quick Reference Guide (219) Benefactor commitment card (149)

78. End of section